Mark Shoultz
Mark Shoultz is a registered investment advisor at USAA Investment Services Company, based in Phoenix, AZ, with 15 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2,080 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
One Norterra Drive, Phoenix, AZ, 85085
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
USAA Investment Services Company
USAA Investment Services CompanyBroker
USAA Investment Services Company
Previous Registrations
USAA Investment Services Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Suntrust Investment Services, INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.